Getting started · Step 3 of 5

Set up your organization

Enter the details that appear on every receipt and letter Mich generates.

Basic

Your organization's name and address are merged into every receipt, acknowledgment and letter. Fill them in before you generate any document, or you will be reissuing them.

1. Open Settings

Go to Settings. The Organization tab opens first.

2. Enter your details

The Organization tab with name, address, phone, email and Tax ID fields filled in for Riverside Community Foundation

Name (A) and the address (B) are what appear on documents. Tax ID / EIN (C) matters if your receipts need to carry it. Check what your jurisdiction requires and ask your accountant if you are unsure: Mich prints what you give it, and does not advise on what a receipt must say.

3. Save

The Actions panel with the Save button outlined

Click Save. The matching step on the home checklist ticks itself off.